Lionstone Capital Management as of March 31, 2019
Portfolio Holdings for Lionstone Capital Management
Lionstone Capital Management holds 16 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advance Auto Parts (AAP) | 13.3 | $29M | 171k | 170.53 | |
| Lowe's Companies (LOW) | 9.5 | $21M | 190k | 109.47 | |
| Liberty Media Corp Delaware Com C Braves Grp | 9.3 | $20M | 735k | 27.77 | |
| Aramark Hldgs (ARMK) | 9.2 | $20M | 678k | 29.55 | |
| Apple (AAPL) | 8.4 | $18M | 96k | 189.95 | |
| Black Knight | 8.4 | $18M | 336k | 54.50 | |
| Firstservice Corp New Sub Vtg | 8.2 | $18M | 202k | 89.08 | |
| Cintas Corporation (CTAS) | 7.6 | $17M | 83k | 202.10 | |
| Sherwin-Williams Company (SHW) | 7.0 | $15M | 35k | 430.71 | |
| Sp Plus | 5.2 | $11M | 334k | 34.12 | |
| Six Flags Entertainment (SIX) | 5.2 | $11M | 230k | 49.35 | |
| Fnf (FNF) | 4.0 | $8.7M | 239k | 36.55 | |
| Siteone Landscape Supply (SITE) | 1.8 | $4.0M | 70k | 57.15 | |
| Cannae Holdings (CNNE) | 1.7 | $3.8M | 155k | 24.26 | |
| Gci Liberty Incorporated | 1.1 | $2.4M | 42k | 55.61 | |
| Hornbeck Offshore Services | 0.1 | $223k | 180k | 1.24 |
